CSI launches free webinar series to support National Financial Literacy Month in Canada

TORONTO – (COMMERCIAL THREAD) – The Canadian Securities Institute (CSI), a Moody’s Analytics company, is proud to extend its support for Financial Literacy Month with dedicated resources free to all Canadians.

In partnership with leading financial service providers, CSI will host a series of webinars to share best practices for achieving financial goals. Topics will include Baby Boomers, Millennials and Wealth Transfer: What You Need to Know (October 27), Newcomers: Accelerating Your Financial Career in Canada (November 3), Investor’s Guide to Digital Assets ( November 10) and A Woman’s Guide to Personal Finances (November 17).

“Through our series of four free webinars, we are helping Canadians increase their financial resilience and navigate the changing financial landscape with confidence,” said Marie Muldowney, CEO of CSI.

“Retired Canadians have worked their entire lives to grow their net worth, and some are expected to be part of the largest wealth transfer in our history,” said Julie Seberras, Senior Manager, Wealth Planning Support at TD Wealth and Wealth Transfer Panelist Webinar. “You want to protect what matters most and leave a legacy that reflects your unique circumstances and values.”

Reflecting on women’s finances, Neela White, portfolio manager at Raymond James and webinar panelist, said: “As women take care of everyone, I am concerned that they are planning for their own longevity and financial vitality. Women must take control. of their financial security now.

Sign up for free webinars. A replay link will be available after each webinar.

More information on other events and resources is available on the Financial Consumer Agency of Canada and CSI’s Financial Literacy Month resource website.

About CSI

The Canadian Securities Institute (CSI) is Canada’s leading provider of financial services education and degrees. CSI offers over 170 courses, such as the well-known Canadian Securities Course (CSC®), 12 certificate programs, five renowned and specialized financial titles, the PFP®, CIM®, CIWM, MTI®, and the Fellow of CSI (FCSI®). CSI is the leading provider of courses and regulatory exams for the Investment Industry Regulatory Organization of Canada (IIROC) and is accredited by several Canadian securities and insurance regulators. CSI operates as a Moody’s Analytics company. For more information about CSI, visit our website or connect with us on Facebook and LinkedIn.

About Moody’s Analytics

Moody’s Analytics provides financial intelligence and analytical tools to help business leaders make better and faster decisions. Our deep risk expertise, extensive information resources, and innovative application of technology help our clients navigate a changing market with confidence. We’re known for our industry-leading, award-winning solutions comprised of research, data, software and professional services, assembled to deliver a seamless customer experience. We create trust in thousands of organizations around the world, through our commitment to excellence, our open-minded approach and our focus on meeting customer needs. For more information on Moody’s Analytics, visit our website or contact us on Twitter and LinkedIn.

Moody’s Analytics, Inc. is a subsidiary of Moody’s Corporation (NYSE: MCO). Moody’s Corporation reported 2020 revenues of $ 5.4 billion, employs approximately 11,500 people worldwide and maintains a presence in 40 countries.


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